SOUTHERN FINANCIAL GROUP, LLC

Overview

Southern Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual and family clients as well as institutional and small-business accounts, providing fee-based financial planning and discretionary portfolio management. Its fee model combines a percentage of assets under management with hourly and fixed-fee engagements, allowing flexibility across planning and ongoing advisory relationships. Investment activity is centered on pooled public funds and mutual funds as the primary portfolio building blocks, with managers using those vehicles as core allocation tools. Southern Financial Group supplements those core exposures with income-oriented instruments such as corporate debt and annuities, and it selectively places client capital into private placements when appropriate. The firm was recognized as a Top RIA Firm by FA Magazine in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices